IHT Wealth Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
18,766
+1,365
| +8% | +$109K | 0.04% | 381 |
|
|
2025
Q1 | $1.25M | Buy |
17,401
+1,146
| +7% | +$82.3K | 0.04% | 416 |
|
|
2024
Q4 | $1.14M | Sell |
16,255
-6,228
| -28% | -$437K | 0.04% | 414 |
|
|
2024
Q3 | $1.26M | Buy |
22,483
+3,155
| +16% | +$177K | 0.04% | 442 |
|
|
2024
Q2 | $1.15M | Sell |
19,328
-1,518
| -7% | -$90.1K | 0.04% | 385 |
|
|
2024
Q1 | $1.21M | Buy |
20,846
+1,397
| +7% | +$81K | 0.05% | 369 |
|
|
2023
Q4 | $957K | Sell |
19,449
-2,121
| -10% | -$104K | 0.04% | 399 |
|
|
2023
Q3 | $881K | Buy |
21,570
+622
| +3% | +$25.4K | 0.04% | 380 |
|
|
2023
Q2 | $894K | Buy |
20,948
+1,680
| +9% | +$71.7K | 0.05% | 367 |
|
|
2023
Q1 | $720K | Buy |
19,268
+3,005
| +18% | +$112K | 0.04% | 393 |
|
|
2022
Q4 | $672K | Sell |
16,263
-962
| -6% | -$39.7K | 0.04% | 402 |
|
|
2022
Q3 | $693K | Buy |
17,225
+7,663
| +80% | +$308K | 0.05% | 364 |
|
|
2022
Q2 | $375K | Sell |
9,562
-978
| -9% | -$38.4K | 0.03% | 463 |
|
|
2022
Q1 | $511K | Sell |
10,540
-1,399
| -12% | -$67.8K | 0.04% | 406 |
|
|
2021
Q4 | $573K | Sell |
11,939
-2,043
| -15% | -$98.1K | 0.04% | 397 |
|
|
2021
Q3 | $649K | Sell |
13,982
-5,990
| -30% | -$278K | 0.05% | 342 |
|
|
2021
Q2 | $905K | Sell |
19,972
-1,435
| -7% | -$65K | 0.06% | 345 |
|
|
2021
Q1 | $836K | Buy |
21,407
+6,652
| +45% | +$260K | 0.06% | 310 |
|
|
2020
Q4 | $445K | Sell |
14,755
-2,248
| -13% | -$67.8K | 0.04% | 445 |
|
|
2020
Q3 | $400K | Buy |
17,003
+568
| +3% | +$13.4K | 0.04% | 397 |
|
|
2020
Q2 | $421K | Buy |
16,435
+4,490
| +38% | +$115K | 0.06% | 321 |
|
|
2020
Q1 | $343K | Sell |
11,945
-1,233
| -9% | -$35.4K | 0.05% | 352 |
|
|
2019
Q4 | $709K | Buy |
13,178
+831
| +7% | +$44.7K | 0.08% | 269 |
|
|
2019
Q3 | $628K | Sell |
12,347
-669
| -5% | -$34K | 0.09% | 277 |
|
|
2019
Q2 | $616K | Sell |
13,016
-161
| -1% | -$7.62K | 0.09% | 249 |
|
|
2019
Q1 | $637K | Sell |
13,177
-1,654
| -11% | -$80K | 0.11% | 223 |
|
|
2018
Q4 | $683K | Buy |
14,831
+621
| +4% | +$28.6K | 0.13% | 187 |
|
|
2018
Q3 | $747K | Sell |
14,210
-1,917
| -12% | -$101K | 0.16% | 159 |
|
|
2018
Q2 | $894K | Buy |
16,127
+196
| +1% | +$10.9K | 0.23% | 119 |
|
|
2018
Q1 | $818K | Sell |
15,931
-1,825
| -10% | -$93.7K | 0.22% | 116 |
|
|
2017
Q4 | $1.1M | Buy |
17,756
+5,322
| +43% | +$330K | 0.29% | 92 |
|
|
2017
Q3 | $686K | Sell |
12,434
-2,583
| -17% | -$143K | 0.29% | 92 |
|
|
2017
Q2 | $23 | Buy |
15,017
+1,414
| +10% | +$2 | 0.01% | 747 |
|
|
2017
Q1 | $748K | Sell |
13,603
-687
| -5% | -$37.8K | 0.5% | 43 |
|
|
2016
Q4 | $800K | Buy |
+14,290
| New | +$800K | 0.6% | 31 |
|